Morningstar calls for funds to be reviewed twice yearly under mifid

Morningstar calls for funds to be reviewed twice yearly under mifid
Asset managers should review their fund ranges semi-annually under the new Mifid rules and weed out the products that are no longer relevant, Morningstar’s director of manager research services says. Currently many asset managers are complacent in monitoring whether their funds are up to scratch Jackie Beard says, but under the revised directive investment firms will be required to check whether their funds are fit-for-purpose, remain relevant for investors and offer value. Beard says: “The numb…

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